Lead Generation Assessment
Where your next customers come from.
Score
58/100
Annual spend in this area
$3,600
Possible annual saving
$528
Hours back per month
5
This is an illustrative example for a typical small business. Your own numbers come from your answers to the 39 questions in this assessment.
What this report says
Lead Generation Assessment scored 58 out of 100 for this example business. What you can measure today is already working well, while how work actually flows is the area costing the most time and money right now. Fixing the three items below is worth roughly $528 a year and 5 hours a month.
The score averages how you rated each area. You scored highest on what you can measure today and lowest on how work actually flows.
What is working
- What you can measure today is working well (83/100).
- Capture is working well (75/100).
Where you are losing money
- How work actually flows is the weakest area at 25/100.
- Sources is the weakest area at 50/100.
Scores by area
Quick wins
Fix the biggest gap in how work actually flows
One contained change that removes the most day-to-day friction.
Remove the duplicate step nobody owns
Work is being redone because two places hold the same information.
Write down how this should work
So it survives holidays, new staff and busy weeks.
Your 30/60/90 day plan
First 30 days
- • Fix the highest-impact issue in how work actually flows.
- • Cancel the overlapping subscription identified above.
- • Give every recurring task a named owner.
Days 31–60
- • Document the new way how work actually flows runs.
- • Automate the manual handoff between the two busiest steps.
- • Train whoever covers this area when you are away.
Days 61–90
- • Review the savings against the plan.
- • Re-run this assessment and compare your score.
- • Move on to strengthening what you can measure today further.
What the full report also includes
- Diversify beyond one channel
- Fix leaky capture points
- Forecast with confidence
- A priority matrix of impact against effort
- Recommended tools and automations for your situation
- A tracked checklist you can tick off as you go
- PDF and spreadsheet export
Run Lead Generation Assessment on your own business
About 12 minutes of questions. Your report is ready the moment you finish. One-time $79.